Steve Burgess

Director

Reviews and Ratings for Financial adviser Steven Burgess, Kingston-upon-Thames

Steve is a co-director and the wealth adviser within the practice. Steve also provides advice on mortgage and protection and has worked in the broker and financial industry for nearly 12 years. He spent many years at Bupa and then worked with a number of brokerage companies dealing with protection and health insurance for both individuals and companies.

What’s your greatest achievement?

Helping build a successful business which truly helps and benefits its clients!

I find it amazing the difference we can make in someone’s life, whether that is buying their first home or planning for their retirement.

I also have a young family. Looking after my little boy Leo and watching him grow is fast becoming my greatest achievement.

What do you do for fun?

I play a lot of sports including football and golf. I also go to the gym often, competing in CrossFit competitions. It helps take the stress away from work – healthy body, healthy mind!